BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.43M
3
+$1.26M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$980K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$1.53M
2
+$456K
3
+$327K
4
JPM icon
JPMorgan Chase
JPM
+$248K
5
AMZN icon
Amazon
AMZN
+$131K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.32%
4 Industrials 6.29%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45K 0.03%
+285
277
$45K 0.03%
+517
278
$45K 0.03%
+1,510
279
$45K 0.03%
+345
280
$44K 0.03%
+325
281
$44K 0.03%
+1,745
282
$43K 0.03%
+1,236
283
$43K 0.03%
+1,024
284
$43K 0.03%
+705
285
$43K 0.03%
+1,250
286
$42K 0.03%
+1,000
287
$41K 0.03%
+955
288
$41K 0.03%
+1,479
289
$41K 0.03%
+416
290
$41K 0.03%
+1,332
291
$40K 0.03%
+1,606
292
$39K 0.03%
+284
293
$39K 0.03%
+187
294
$39K 0.03%
+1,509
295
$39K 0.03%
+5,826
296
$39K 0.03%
+495
297
$39K 0.03%
+460
298
$38K 0.03%
+177
299
$37K 0.03%
+665
300
$37K 0.03%
+1,332
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